Dynamics 365 Project Operations

There are tasks for which it is not possible to simply divide the efforts by the number of resource to calculate the duration. By setting this schedule calculation type for each task, the duration is automatically calculated by the calculation method according to each type. I think there are 4 pattern to calculate the schedule. 1. Effort based calculation. (Default) Duration = Effort / Resource * Work hours a day Efforts = 40 H Resource = 1 Work hours = 8H per day. Then, Duration = 5 Days 2. Fixed Duration Duration is fixed regardless of efforts, resource and work hours. For example, in the case of a task such as setting a machine, turning on the switch, and then waiting for a certain period of time. 3. Zero Effort Effort is zero, and duration can be defined regardless of efforts, resource and work hours. For example, if you have requested a customer and do not use the resources of your team, but you want to set only the duration because it affects the subsequent tasks. 4. Fixed End Date When the task is delayed and the end date of the task is revised regardless of efforts, resource and work hours.

Customer can select "deprecated regions", when they create cloud hosted. This Docs says : https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/deployment/deploymentfaq#what-regions-are-supported-on-self-service-in-north-america "Central US is no longer being provided as an option for self-service migrations beginning April 1, 2021." Customer claim that deprecated regions should not be able select. We requested to the below two points. - Disables the select of "deprecated regions". - If they can select it, you have to pops up of caution.

The current design is when the schedule assitant is opened, the default view mode is automatically chosen based on the "available duration" of the filter. eg. if filtered availabe duration > 20 hours, the default view is "Days"; if > 10 days, "Weeks" is chosen I would like to add a new personalization setting which allows me to choose the default view mode. The options could be "Based on the duration"(current behavior), "Hours", "Days", "Weeks", "Months".

When we try to post invoice proposals that includes fee transactions we receive following error message: The Entry for XYZ category is missing and Field Transaction ID must be filled in, hence posting has been cancelled. Once this error is shown, D365 creates on additional empty line which we do not want(The deletion of this line is time taking when client is invoicing during the month end) The solution for this is to add account in the posting profile screen, delete the line in invoice proposal screen. This deletion during month end is a tedious task and takes a lot of time, so we are suggesting to modify the codes to ensure that there is no additional line(With null values in all fields) added if there is account missing in posting profile.

Wish there is future option to easily assign project interval on project auto creation for purpose to easily include planning tasks, project team, project scheduling, costs, prices, items, time sheet main responsible, etc...

We will need to postpone the fix for now as we are focusing our efforts on resolving higher impact issues. We will review this against other priorities at a later date. The recommendation is to use the general journal for this rather than a project expense journal.

problem statement: currently to book a resource, the user first, must always click "Generate Requirement" then click "book". this is a 2 steps process that the user must do all the time, and it becomes cumbersome when the user has to book multiple resources in one project. Suggested solution: 1. combine "generate requirement" and "book" to one click or 2. expand further from #1 above, and have a feature to allow the user to combine multiple clicks into one as needed. this feature will allow the user to merge other executable clicks into one click beside just for "generate requirement" and "book"

Wish there is future option to purchase order entry lines as per project task priority or scheduled proposal. Not featuring purchase order proposal, or enforcement to enter lines as per priority project task proposal, user may potentially not be in compliance with warehouse schedule, spacing, or legal entity storage priorities or reservations.

Wish there is future option to process customer sales order entry lines per planned legal entity and/or customer sales orders entry priorities suggested advanced project tasks proposals. Not featuring proposal or enforcement to enter sales order lines per advanced sales order entry lines priorities or project tasks scheduled, we may not be in potential compliance with organization plans, either from the customer, customer trade agreements, or legal entity, or warehouse planning.